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North and South Carolina Complexes
Our Team
Janney’s leadership team and executive committee are composed of respected professionals with extensive industry knowledge, veteran insight, and a shared strategic vision for the future. With many able to draw upon their own backgrounds as advisors, this team and committee understand the demands and rewards of your profession, and they are here to help you succeed.Primary support comes from your Branch, Complex, and Regional Managers. With years of industry experience, they serve as both mentors and managers, allowing you the freedom to run your own practice while working with you to help it grow.Our talented team of Financial Advisors are what make our office special. Our advisors are dedicated to providing the highest quality of service to their clients.
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Timothy S. Jones
Senior Vice President / Complex Manager
Daniel Giraldo
Complex Operations Manager
Carolina Wealth Advisors
of Janney Montgomery Scott LLC
Mahoney Wealth Advisory Group
of Janney Montgomery Scott LLC
Morrow Hicks Wealth Advisory Group
of Janney Montgomery Scott LLc
Wolff Wealth Advisory Group
of Janney Montgomery Scott LLC
Melissa Mitchell
Senior Vice President/Wealth Management, Financial Advisor
Noel F. Simons
Vice President / Wealth Management, Financial Advisor
Matthew Kalagian, CFP®
Senior Vice President/Wealth Management, Financial Advisor
Grice Financial Group
of Janney Montgomery Scott LLC
William D. Blackford
Senior Vice President/Wealth Management, Financial Advisor
D. Trent Lancaster, AWMA®
First Vice President/Wealth Management, Financial Advisor
RCC Wealth Management
of Janney Montgomery Scott LLC
Andrew Ciappa & Rick Link
of Janney Montgomery Scott LLC
The McCollum Group
of Janney Montgomery Scott LLC
Owen Wealth Advisory Group
of Janney Montgomery Scott LLC
RLR Wealth Management
of Janney Montgomery Scott LLC
Robert L. Stiles Jr.
Senior Vice President / Wealth Management, Financial Advisor
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Private Client Group Support
All financial services firms have a unique culture and operating philosophy. Janney’s core values position our Financial Advisors to offer clients an extraordinary level of service.
Supporting Your Business
When you join Janney, you position yourself to offer an extraordinary level of service, personal attention, and in-depth resources to your clients at every point of contact.
Wealth Management
Our goal is to support your practice with personalized assistance and access to qualified wealth management professionals, enabling you to provide the highest standard of service.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 06, 2025
Janney's CEO - A Consistent Focus for a Changing Industry: You
Advisors today are looking for more—greater autonomy, stronger support, and a firm that puts their success first. In an article in AdvisorHub, Janney’s CEO Tony Miller shares why Janney is stronger than ever, offering advisors the autonomy and platform that enables them to thrive. Read more about Janney’s advisor-first approach and how we provide the support that helps you serve your clients, succeed, and be happy. https://www.advisorhub.com/resources/a-consistent-focus-for-a-changing-industry-you/
March 05, 2025
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.
February 27, 2025
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/
*According to estimates from the Exit Planning Institute
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.